See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,309 | $95,803+47.5% | $113,168+24.9% | $84,808+66.6% |
| Participation rate | 39.2% | 72.9%-33.6pp | 76.6%-37.3pp | 68.3%-29.1pp |
| Annual return | 15.32% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,675 | $2,360-29.0% | $2,975-43.7% | $2,631-36.3% |
| Participant deferral / active EE | $3,638 | $4,242-14.2% | $5,107-28.8% | $4,212-13.6% |
| Admin fee / account holder | $3,062 | $8,989-65.9% | $12,068-74.6% | $7,344-58.3% |